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Assigning Time to Cases Using Time Sheets

Using a time sheet, users can assign their time and the time of other users to a case. You create a time sheet to record the time that users work on cases for a period of a week. Other users must authorize you to assign their time. For more information, see Setting Up Proxies for Time Assignments.

This task is a step in Process of Managing Case Time.

To assign time to a case using a time sheet

1. Navigate to the Time Sheets screen, then the Time Reporting view.

   Alternatively, you can navigate to the Calendar screen, then the Time Reporting view.

2. Create a new record, and complete the fields as appropriate.

   The following table describes some of the fields.

   Field	Description
   Time Sheet #	Displays an automatically generated number that uniquely identifies the time sheet.
   Name	Displays your user ID. If you select My Time Sheets in the visibility filter, then you cannot change your user ID. If you select Time Sheets By Me in the visibility filter, then you can select the user IDs of other users who authorize you to assign their time to cases.
   Period	Displays the period that contains the current date if that period is set up in the Periods view of the Administration - Data screen, but you can select a different period for the time sheet.
   Start	Displays the starting date for the period when you select a value in the Period field.
   End	Displays the ending date for the period when you select a value in the Period field.
   Status	Displays a status of In Progress.
   Submit To	Displays the user ID of the time sheet approver, but you can change this user ID. Frequently, the time sheet approver is the manager of the user who is designated in the Name field. To find the manager of the user who is designated in the Name field, navigate to the Positions view of the Administration - Group screen, note the parent position for this user, and then query for this position to find its user. If the user in the Name field has no parent position, then you must select a value in this field. For automatically created time sheets, the Submit To field can contain no value. For such time sheets, you must select a value in this field to avoid an error message when you click the Submit button. For more information, see Process of Managing Approval for Time Sheets.
   Time Sheet Total	Displays the time in hours that you assign to this time sheet.
   Division	Displays the division for the user in the Name field.

3. Drill down on the Name field of the time sheet record.
4. In the Case Time Reporting view, create a new record, and complete the fields as appropriate.

   The following table describes some of the fields.

   Field	Description
   Creator	Displays your user ID.
   Date	Displays the date for the time. You can change this date.
   Type	Select the type of time. Values include Court and Litigation.
   Case	Select the case that is associated with the time.
   Caption	Displays the name of the case when you select a value in the Case field.
   Status	Displays the status of the case when you select a value in the Case field.
   Reported Hours	Type the total time in hours that the person worked on the case.
   Staff	Select the user ID for the person who worked on the case. If this record is associated with a time sheet, then this field is populated with the user ID in the Name field of the time sheet.
   Billable	Select this check box if the time is billable to the case.

   NOTE:  The time item record that you create also appears in the Case Calendar view of the Calendar screen (if the record applies to your time), in the Case Time Tracker view of the Cases screen, and in the Bulk Case Time Entry view of the Time Reporting screen. Likewise, time item records that you create in one of these views also appear in the Case Time Reporting view and the other two views.

5. (Optional) Scroll down to the Description and Comments section, and enter a description, public comments, and private comments about the time.
6. Repeat Step 4 and Step 5 for all of the time that you want to assign to this time sheet.
7. (Optional) Select a record, and click Next Day.

   A new record is created with the values in the Creator, Staff, and Billable fields of the selected record and with a value in the Date field that is one day after the date of the selected record.